Latest Institutional Purchases of Invesco S&P 500 Equal Weight E (RSP)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight E (RSP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.32KNew |
$176K - $209K
|
1.32K
$245K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.31KNew |
$175K - $207K
|
1.31K
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.3KNew |
$174K - $206K
|
1.3K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.3KNew |
$174K - $206K
|
1.3K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$172K - $204K
|
1.29K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.29KNew |
$172K - $204K
|
1.29K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.28KNew |
$171K - $202K
|
1.28K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.17K+ 16.86% |
$156K - $185K
|
8.11K
$1.5M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.14KNew |
$152K - $180K
|
1.14K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.06KNew |
$142K - $168K
|
1.06K
$196K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
570New |
$76.2K - $90.3K
|
570
$106K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
424New |
$56.7K - $67.2K
|
424
$78.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
338+ 39.21% |
$45.2K - $53.5K
|
1.2K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
280New |
$37.4K - $44.4K
|
280
$51.9K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
205+ 14.11% |
$27.4K - $32.5K
|
1.66K
$308K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
204+ 1.85% |
$27.3K - $32.3K
|
11.2K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
147New |
$19.6K - $23.3K
|
147
$27.3K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
115New |
$15.4K - $18.2K
|
115
$21.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110+ 215.69% |
$14.7K - $17.4K
|
161
$29.9K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$14K - $16.6K
|
105
$19.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
103+ 51.5% |
$13.8K - $16.3K
|
303
$56.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
70+ 3.77% |
$9.36K - $11.1K
|
1.93K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
64New |
$8.55K - $10.1K
|
64
$11.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
41New |
$5.48K - $6.49K
|
41
$7.61K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
22New |
$2.94K - $3.49K
|
22
$4.08K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
22New |
$2.94K - $3.49K
|
22
$4.08K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20+ 0.33% |
$2.67K - $3.17K
|
6.02K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
16New |
$2.14K - $2.53K
|
16
$2.97K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
7New |
$936 - $1.11K
|
7
$1.3K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
4New |
$535 - $634
|
4
$742
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2New |
$267 - $317
|
2
$371
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 2.27% |
$134 - $158
|
45
$8.35K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.2M+ 14071.01% |
$170M - $186M
|
1.21M
$225M
|
|
|
Nov 02, 2023
Q3 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
657KNew |
$92.7M - $102M
|
657K
$122M
|
|
|
Oct 27, 2023
Q3 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
328KNew |
$46.3M - $50.9M
|
328K
$60.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
159KNew |
$22.4M - $24.7M
|
159K
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
127KNew |
$17.9M - $19.7M
|
127K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
72.3K+ 37.88% |
$10.2M - $11.2M
|
263K
$48.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50.6KNew |
$7.13M - $7.84M
|
50.6K
$9.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
50KNew |
$7.05M - $7.75M
|
50K
$9.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43KNew |
$6.06M - $6.66M
|
43K
$7.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
42KNew |
$5.92M - $6.51M
|
42K
$7.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
33KNew |
$4.65M - $5.12M
|
33K
$6.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
27.2K+ 15.94% |
$3.83M - $4.21M
|
198K
$36.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
17KNew |
$2.4M - $2.64M
|
17K
$3.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.3KNew |
$2.29M - $2.52M
|
16.3K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
15.8KNew |
$2.23M - $2.45M
|
15.8K
$2.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
14.8K+ 480.72% |
$2.09M - $2.29M
|
17.9K
$3.31M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.5K+ 1.59% |
$1.91M - $2.1M
|
863K
$160M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
11.5KNew |
$1.62M - $1.78M
|
11.5K
$2.13M
|
|